Financial Topics
Find timely, insightful and exclusive content written by CFP® professionals covering important and popular financial planning topics focused on consumer interests.
Latest Articles
Mastering Summer Budgeting: Your Guide to Planning and Budgeting for the Season Ahead
One of the quickest ways to gauge an appropriate budget number is to see where your money went last year. To set your summer budget and fund this year’s fun, review your May through September bank statements and credit card spending summaries.
How to Navigate an Unexpected Job Loss
It is essential to read and comprehend the terms and conditions before signing any severance agreement. Take note of the amount and date of payment as well as whether there is an option to contribute to your 401(k) or any other employee benefits. Severance agreements can be complex, so consider seeking the advice of a qualified employment attorney for an independent review.
5 Types of Insurance to Protect Your Income, Wealth and Family
The topic of insurance can bring up tough conversations. No one wants to think about the possibility of not being able to take care of ourselves or our dependents. But the path to financial freedom involves both building wealth and preserving wealth.
Life Stages
Talking with a CFP® professional can help you find a path to achieving your financial goals, no matter where you are in life. A financial planning professional is trained to work with you on everything from providing financial advice to creating a holistic financial plan that is designed to support your goals as they evolve over the years.
CFP® professionals meet rigorous financial planning education, experience and ethical standards, and they have made a commitment to CFP Board to act in your best interests, at all times when providing you financial advice or financial planning services, to help you reach your financial goals for a more secure tomorrow.
Starting Out
It’s never too early to get on the path to reach your financial goals. A CFP® professional can equip you with the tools to start out on the right foot.
Settling Down
Don’t tackle life’s big decisions alone. Start building a relationship with a CFP® professional who can help you create a roadmap to achieve your financial goals.
Entering Midlife
Is long-term planning on your mind? Seek advice from a CFP® professional to help you prioritize your financial planning to-do list.
Near Retirement
You’ve maxed out your 401(k) and paid off your mortgage, so you’re ready to retire... right? Consult a CFP® professional to see if you’re on track to make the most of your golden years.
Enjoying Retirement
It’s time to enjoy the fruits of your labor. This means more free time with friends, family and hobbies. But don’t cancel plans to meet with your CFP® professional. Keep checking in to tie up loose ends and see if your financial plan is running smoothly.